Distributions

Creating custom waterfalls and running distributions.

+2

11 articles in this collection
Written by Kevin Heras, Matthew Attou, Brad St. Onge and 2 others

How to create a distribution plan

A step by step walkthrough of creating a custom distribution plan based on your waterfall.

Written by Jay Krause
Updated over a week ago

Distribution Plan: Waterfall Hurdles Explained

Breaking down the use and configuration of each type of waterfall hurdle.

Written by Jay Krause
Updated over a week ago

How to run a distribution

A step-by-step guide to process a new distribution.

Written by Jay Krause
Updated over a week ago

How do I create a Custom Distribution? (Video)

This article will show you how to manually record distributions

Written by Brad St. Onge
Updated over a week ago

Day Count Convention Explained

What are the differences in day count convention?

Written by James Trammel
Updated over a week ago

Handling failed distribution payments (VIDEO)

How to identify, review, and re-send failed distribution payments via ACH or cheque.

Written by Jay Krause
Updated over a week ago

How to delete a distribution plan

A step by step walk through for deleting distribution plans.

Written by Matthew Attou
Updated over a week ago

InvestNext Payments (ACH)

Set-up InvestNext Payments (Automated Payments)

Learn how to set-up InvestNext Payments to automatically send ACH and Cheque payments for Distributions and receive Contribution funds.

Written by Jay Krause
Updated yesterday

Enabling Inbound Payments

How to enable inbound payments to allow investors to submit their contribution funds directly through the investor portal.

Written by Brad St. Onge
Updated over a week ago

ACH Payment Transaction Time

When will ACH payments be received by investors?

Written by Jay Krause
Updated over a week ago

Payment Status

This article will describe how to check if an investor has received their ACH payment for a given distribution

Written by Kevin Heras
Updated over a week ago